We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFS
176
Valpey Financial Services
New Hampshire
$6.19M -$259K -8,316 -4%
GPFA
177
Game Plan Financial Advisors
Ohio
$6.11M -$1.72M -55,151 -22%
SF
178
Summit Financial
New Jersey
$6.08M -$62.9K -2,019 -1%
NHT
179
New Hampshire Trust
New Hampshire
$6.02M +$1.04M +33,460 +20%
CM
180
Columbus Macro
Pennsylvania
$6M -$156K -5,014 -2%
WRPWM
181
Werba Rubin Papier Wealth Management
California
$5.97M +$189K +6,075 +3%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$5.88M +$319K +10,240 +6%
PFA
183
Petra Financial Advisors
Colorado
$5.87M -$250K -8,011 -4%
CAWM
184
Capital Advisors Wealth Management
Washington
$5.85M +$285K +9,144 +5%
SWM
185
SpringVest Wealth Management
Texas
$5.84M -$8.79K -282 -0.1%
WIA
186
Westbourne Investment Advisors
Maryland
$5.77M +$208K +6,682 +4%
Goldman Sachs
187
Goldman Sachs
New York
$5.75M +$4.58M +147,071 +354%
Principal Financial Group
188
Principal Financial Group
Iowa
$5.67M +$5.79M +185,789 New
CFA
189
Cahill Financial Advisors
Minnesota
$5.59M -$181K -5,810 -3%
LFP
190
Leeward Financial Partners
Washington
$5.42M -$343 -11 -0%
RI
191
Rinkey Investments
California
$5.36M
FFA
192
Florida Financial Advisors
Florida
$5.32M -$499K -16,005 -8%
MWM
193
Meridian Wealth Management
Kentucky
$5.28M +$46.9K +1,505 +0.9%
GFWA
194
Grey Fox Wealth Advisors
Delaware
$5.25M -$10.3K -332 -0.2%
SKK
195
Shepherd Kaplan Krochuk
Massachusetts
$5.18M -$127K -4,087 -2%
AWM
196
Apex Wealth Management
New Hampshire
$5M -$93.5K -3,002 -2%
OFS
197
OneAscent Financial Services
Alabama
$4.99M +$608K +19,531 +14%
BWM
198
Brown Wealth Management
Illinois
$4.95M +$23K +738 +0.5%
Stifel Financial
199
Stifel Financial
Missouri
$4.93M +$1.01M +32,301 +25%
DWM
200
Dakota Wealth Management
Florida
$4.91M +$23.8K +763 +0.5%